Updates

Marquette Associates Acquires Archstone Portfolio Solutions

April 04, 2013

CHICAGO, April 4, 2013 – Marquette Associates today announced the completed acquisition of Archstone Portfolio Solutions, a privately held investment consulting firm serving middle market endowments and foundations, high net worth families, and healthcare organizations on the East Coast. The agreement is effective March 31, 2013.

“Our shared investment stewardship culture and dedication to nonprofits made this combination a natural next step as we steadily grow the firm,” said Brian Wrubel, president and CEO of Marquette. “Archstone brought additional expertise in serving endowments and foundations to Marquette, as well as leadership in the region. The Archstone team has significant industry experience in asset management which will continue our tradition of adding leading industry professionals.”

Based in Baltimore, Md., Archstone currently serves more than 25 clients with over $2 billion in assets under advisement. Archstone co-founders Alex G. Fisher and Glenn E. Ross have become equity partners in Marquette as part of the agreement. They will continue to manage the Baltimore regional headquarters and existing client team to ensure continuity of service.

“Diligent investment manager research, fiduciary education and best-in-class technology have all been critical to our business from the beginning,” said Glenn Ross, managing partner of Marquette. Alex Fisher, managing partner of Marquette, added, “By joining Marquette, we immediately improved these client service capabilities and strengthened our position in the Mid-Atlantic region.”

About Marquette Associates
Marquette Associates is a Chicago-based, independent investment consulting firm that guides institutional investment programs with a focused three-point approach and careful research. Marquette has served a single mission since 1986 – enable institutions to be more effective investment stewards. Marquette places client fiduciary duties first through complete independence and 100% employee ownership. The firm currently serves more than 190 clients with over $83 billion in assets – from public funds, unions and corporations to endowments, foundations and other non-profits.

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